SFG

Summit Financial Group Portfolio holdings

AUM $281M
1-Year Est. Return 21.6%
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
-$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$473K
2 +$231K
3 +$140K
4
AAPL icon
Apple
AAPL
+$107K
5
MRK icon
Merck
MRK
+$76.9K

Top Sells

1 +$393K
2 +$338K
3 +$331K
4
COF icon
Capital One
COF
+$315K
5
DOW icon
Dow Inc
DOW
+$301K

Sector Composition

1 Technology 10.34%
2 Healthcare 8.21%
3 Consumer Staples 7.92%
4 Industrials 7.42%
5 Financials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,750
152
-723
153
-3,302
154
-4,025
155
-3,951
156
-1,380